The CFO Project

How to Start a Bookkeeping Plus Advisory Business


Listen Later

Are you an accountant, CPA, or bookkeeper looking to make more money by offering advisory services? In this episode of Escaping The Accountant's Trap, Adam Lean interviews Katie Ferro, founder of the "Profits and Prosecco" movement. Katie shares her journey from corporate accounting to building a thriving bookkeeping and advisory business. You'll learn how she leverages technology like Xero to offer efficient, scalable bookkeeping that truly advises clients on profits. Katie also reveals the secrets to getting clients, choosing the right accounting software, and building a team so you can make more money while working less.

Katie's "Become a Bookkeeper" program has helped hundreds of accountants escape the commodity tax return trap and transition into lucrative CFO advisory services. Whether you want to start a bookkeeping side hustle or build a multi-six-figure firm, this episode is packed with actionable steps. Discover how to differentiate yourself, ditch the commoditized model, and finally make the money you deserve as an accounting professional. Click play for an insightful discussion on leveraging your skills to offer high-value CFO advisory services.

Sign Up For Our Newsletter:
https://thecfoproject.com/newsletter

And check out The CFO Project's free training here:
https://thecfoproject.com/start-a-cfo-service

Learn More About The CFO Project:
https://thecfoproject.com/

Become a Bookkeeper
https://www.katieferro.com/a/38894/a3jpoFVv 

6 Secrets to Starting a Simple, Scalable Bookkeeping Business -
https://www.katieferro.com/a/2147513515/a3jpoFVv 

...more
View all episodesView all episodes
Download on the App Store

The CFO ProjectBy Adam Lean

  • 4.5
  • 4.5
  • 4.5
  • 4.5
  • 4.5

4.5

10 ratings


More shows like The CFO Project

View all
CFO THOUGHT LEADER by The Future of Finance is Listening

CFO THOUGHT LEADER

120 Listeners

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals by Jetpack Workflow

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

73 Listeners

The Successful Bookkeeper Podcast by Michael Palmer

The Successful Bookkeeper Podcast

87 Listeners

Accounting Today Podcast by Accounting Today

Accounting Today Podcast

73 Listeners

The Game with Alex Hormozi by Alex Hormozi

The Game with Alex Hormozi

4,389 Listeners

The Accounting Podcast by Blake Oliver & David Leary

The Accounting Podcast

339 Listeners

Business Strategy for CPA's by Geraldine Carter

Business Strategy for CPA's

46 Listeners

Future Firm Accounting Podcast by Ryan Lazanis

Future Firm Accounting Podcast

26 Listeners

AICPA Town Hall by AICPA & CIMA

AICPA Town Hall

16 Listeners

The Ambitious Bookkeeper Podcast by Serena Shoup, CPA

The Ambitious Bookkeeper Podcast

60 Listeners

The CFO Report by Michael King

The CFO Report

31 Listeners

Jason On Firms Podcast by Jason Staats

Jason On Firms Podcast

49 Listeners

Unofficial QuickBooks Accountants Podcast by Alicia Katz Pollock, MAT

Unofficial QuickBooks Accountants Podcast

42 Listeners

She Counts by Questian Telka, EA & Nancy McClelland, CPA

She Counts

10 Listeners